IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,018 shares; 2024Q4: 162,920 shares; 2025Q1: 169,058 shares; 2025Q2: 181,528 shares; 2025Q3: 185,139 shares; 2025Q4: 222,068 shares; 2026Q1: 233,105 shares; 2026Q2: 239,666 shares 239,666 $18.5M 11.28% +6,561 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,723 shares; 2024Q4: 15,479 shares; 2025Q1: 16,191 shares; 2025Q2: 17,320 shares; 2025Q3: 16,550 shares; 2025Q4: 21,607 shares; 2026Q1: 23,237 shares; 2026Q2: 23,525 shares 23,525 $17.6M 10.75% +288 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,365 shares; 2024Q4: 143,683 shares; 2025Q1: 146,438 shares; 2025Q2: 150,051 shares; 2025Q3: 149,826 shares; 2025Q4: 153,962 shares; 2026Q1: 155,683 shares; 2026Q2: 156,504 shares 156,504 $11.2M 6.81% +821 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,099 shares; 2024Q4: 34,131 shares; 2025Q1: 33,980 shares; 2025Q2: 33,275 shares; 2025Q3: 32,085 shares; 2025Q4: 23,757 shares; 2026Q1: 23,397 shares; 2026Q2: 23,056 shares 23,056 $9.44M 5.76% -341 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,656 shares; 2024Q4: 106,436 shares; 2025Q1: 106,248 shares; 2025Q2: 105,360 shares; 2025Q3: 102,593 shares; 2025Q4: 86,554 shares; 2026Q1: 86,137 shares; 2026Q2: 85,459 shares 85,459 $9.43M 5.75% -678 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,381 shares; 2024Q4: 17,381 shares; 2025Q1: 17,381 shares; 2025Q2: 17,381 shares; 2025Q3: 17,398 shares; 2025Q4: 17,398 shares; 2026Q1: 17,388 shares; 2026Q2: 17,392 shares 17,392 $8.86M 5.41% +4 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,851 shares; 2024Q4: 74,692 shares; 2025Q1: 75,538 shares; 2025Q2: 76,184 shares; 2025Q3: 75,459 shares; 2025Q4: 79,444 shares; 2026Q1: 81,542 shares; 2026Q2: 83,062 shares 83,062 $8.01M 4.89% +1,520 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,235 shares; 2024Q4: 36,790 shares; 2025Q1: 37,266 shares; 2025Q2: 39,006 shares; 2025Q3: 39,903 shares; 2025Q4: 45,788 shares; 2026Q1: 47,798 shares; 2026Q2: 48,930 shares 48,930 $7.26M 4.43% +1,132 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,028 shares; 2024Q4: 34,336 shares; 2025Q1: 34,391 shares; 2025Q2: 33,950 shares; 2025Q3: 33,512 shares; 2025Q4: 33,173 shares; 2026Q1: 33,862 shares; 2026Q2: 34,297 shares 34,297 $5.61M 3.42% +435 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,704 shares; 2024Q4: 18,417 shares; 2025Q1: 18,284 shares; 2025Q2: 17,526 shares; 2025Q3: 17,529 shares; 2025Q4: 17,453 shares; 2026Q1: 17,220 shares; 2026Q2: 17,241 shares 17,241 $4.99M 3.04% +21 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,488 shares; 2024Q4: 68,111 shares; 2025Q1: 67,922 shares; 2025Q2: 68,574 shares; 2025Q3: 70,713 shares; 2025Q4: 76,415 shares; 2026Q1: 79,259 shares; 2026Q2: 81,332 shares 81,332 $4.85M 2.96% +2,073 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,111 shares; 2024Q4: 16,105 shares; 2025Q1: 15,883 shares; 2025Q2: 15,966 shares; 2025Q3: 15,442 shares; 2025Q4: 13,517 shares; 2026Q1: 13,423 shares; 2026Q2: 13,276 shares 13,276 $3.99M 2.43% -147 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,638 shares; 2024Q4: 28,194 shares; 2025Q1: 27,966 shares; 2025Q2: 27,635 shares; 2025Q3: 26,186 shares; 2025Q4: 25,271 shares; 2026Q1: 25,042 shares; 2026Q2: 24,617 shares 24,617 $3.64M 2.22% -425 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 3,207 shares; 2025Q1: 3,052 shares; 2025Q2: 2,978 shares; 2025Q3: 2,948 shares; 2025Q4: 2,902 shares; 2026Q1: 2,732 shares; 2026Q2: 2,683 shares 2,683 $3.22M 1.96% -49 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,218 shares; 2024Q4: 17,934 shares; 2025Q1: 17,773 shares; 2025Q2: 17,406 shares; 2025Q3: 17,011 shares; 2025Q4: 16,469 shares; 2026Q1: 16,699 shares; 2026Q2: 16,735 shares 16,735 $3.08M 1.88% +36 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,215 shares; 2024Q4: 18,109 shares; 2025Q1: 18,032 shares; 2025Q2: 17,655 shares; 2025Q3: 16,110 shares; 2025Q4: 15,672 shares; 2026Q1: 15,442 shares; 2026Q2: 15,339 shares 15,339 $2.1M 1.28% -103 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,563 shares; 2024Q4: 5,563 shares; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 5,542 shares; 2025Q4: 5,532 shares; 2026Q1: 5,478 shares; 2026Q2: 5,570 shares 5,570 $2.08M 1.27% +92 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,364 shares; 2024Q4: 18,524 shares; 2025Q1: 19,119 shares; 2025Q2: 19,275 shares; 2025Q3: 19,019 shares; 2025Q4: 18,851 shares; 2026Q1: 18,944 shares; 2026Q2: 19,666 shares 19,666 $2.01M 1.23% +722 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,855 shares; 2024Q4: 21,845 shares; 2025Q1: 21,845 shares; 2025Q2: 21,845 shares; 2025Q3: 21,449 shares; 2025Q4: 21,328 shares; 2026Q1: 21,631 shares; 2026Q2: 21,401 shares 21,401 $1.64M 1% -230 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,670 shares; 2024Q4: 14,340 shares; 2025Q1: 14,285 shares; 2025Q2: 14,249 shares; 2025Q3: 14,112 shares; 2025Q4: 13,829 shares; 2026Q1: 13,691 shares; 2026Q2: 13,180 shares 13,180 $1.55M 0.94% -511 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: 4,175 shares; 2025Q3: 4,153 shares; 2025Q4: 4,111 shares; 2026Q1: 4,091 shares; 2026Q2: 4,286 shares 4,286 $1.53M 0.93% +195 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,029 shares; 2024Q4: 5,001 shares; 2025Q1: 4,846 shares; 2025Q2: 4,662 shares; 2025Q3: 4,632 shares; 2025Q4: 4,609 shares; 2026Q1: 4,561 shares; 2026Q2: 4,560 shares 4,560 $1.49M 0.91% -1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,553 shares; 2024Q4: 9,528 shares; 2025Q1: 9,528 shares; 2025Q2: 9,261 shares; 2025Q3: 9,007 shares; 2025Q4: 8,889 shares; 2026Q1: 8,800 shares; 2026Q2: 8,993 shares 8,993 $1.32M 0.8% +193 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,691 shares; 2024Q4: 10,809 shares; 2025Q1: 10,663 shares; 2025Q2: 10,488 shares; 2025Q3: 9,944 shares; 2025Q4: 9,782 shares; 2026Q1: 9,659 shares; 2026Q2: 9,439 shares 9,439 $1.29M 0.79% -220 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,330 shares; 2024Q4: 5,272 shares; 2025Q1: 5,191 shares; 2025Q2: 5,080 shares; 2025Q3: 5,024 shares; 2025Q4: 4,954 shares; 2026Q1: 4,815 shares; 2026Q2: 4,774 shares 4,774 $1.21M 0.74% -41 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,010 shares; 2024Q4: 6,980 shares; 2025Q1: 6,945 shares; 2025Q2: 6,697 shares; 2025Q3: 6,697 shares; 2025Q4: 6,508 shares; 2026Q1: 6,325 shares; 2026Q2: 6,167 shares 6,167 $1.17M 0.71% -158 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,777 shares; 2026Q2: 2,834 shares 2,834 $1.07M 0.65% +57 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: 3,057 shares; 2025Q1: 3,057 shares; 2025Q2: 2,997 shares; 2025Q3: 3,026 shares; 2025Q4: 3,026 shares; 2026Q1: 2,970 shares; 2026Q2: 2,994 shares 2,994 $1.03M 0.63% +24 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,501 shares; 2024Q4: 6,431 shares; 2025Q1: 6,418 shares; 2025Q2: 6,241 shares; 2025Q3: 6,283 shares; 2025Q4: 6,158 shares; 2026Q1: 6,082 shares; 2026Q2: 6,053 shares 6,053 $1M 0.61% -29 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,976 shares; 2026Q1: 1,959 shares; 2026Q2: 1,999 shares 1,999 $1M 0.61% +40 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: 2,753 shares; 2026Q2: 2,753 shares 2,753 $821K 0.5% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,799 shares; 2025Q3: 1,769 shares; 2025Q4: 1,764 shares; 2026Q1: 1,650 shares; 2026Q2: 2,249 shares 2,249 $814K 0.5% +599 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,273 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $755K 0.46% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 8,300 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,605 shares; 2025Q4: 7,529 shares; 2026Q1: 7,516 shares; 2026Q2: 7,516 shares 7,516 $672K 0.41% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,342 shares; 2024Q4: 4,137 shares; 2025Q1: 4,072 shares; 2025Q2: 4,016 shares; 2025Q3: 3,950 shares; 2025Q4: 3,907 shares; 2026Q1: 3,867 shares; 2026Q2: 3,867 shares 3,867 $654K 0.4% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,786 shares; 2026Q2: 1,845 shares 1,845 $652K 0.4% +59 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,356 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 5,160 shares; 2025Q3: 5,080 shares; 2025Q4: 4,490 shares; 2026Q1: 4,467 shares; 2026Q2: 4,467 shares 4,467 $621K 0.38% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,679 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,507 shares; 2025Q3: 4,812 shares; 2025Q4: 4,800 shares; 2026Q1: 4,761 shares; 2026Q2: 4,806 shares 4,806 $618K 0.38% +45 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares; 2026Q2: 3,075 shares 3,075 $615K 0.38% +285 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,191 shares; 2025Q2: 2,201 shares; 2025Q3: 2,401 shares; 2025Q4: 2,401 shares; 2026Q1: 2,447 shares; 2026Q2: 2,564 shares 2,564 $611K 0.37% +117 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,698 shares; 2024Q4: 6,523 shares; 2025Q1: 6,183 shares; 2025Q2: 5,889 shares; 2025Q3: 5,778 shares; 2025Q4: 5,699 shares; 2026Q1: 5,667 shares; 2026Q2: 5,651 shares 5,651 $587K 0.36% -16 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,154 shares; 2026Q1: 2,094 shares; 2026Q2: 2,102 shares 2,102 $568K 0.35% +8 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,509 shares; 2024Q4: 1,519 shares; 2025Q1: 2,246 shares; 2025Q2: 2,245 shares; 2025Q3: 2,287 shares; 2025Q4: 4,574 shares; 2026Q1: 4,567 shares; 2026Q2: 4,837 shares 4,837 $567K 0.35% +270 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 4,942 shares; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares; 2025Q4: 4,912 shares; 2026Q1: 4,912 shares; 2026Q2: 4,967 shares 4,967 $563K 0.34% +55 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,135 shares; 2025Q3: 4,113 shares; 2025Q4: 4,076 shares; 2026Q1: 3,903 shares; 2026Q2: 3,834 shares 3,834 $562K 0.34% -69 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,503 shares; 2025Q1: 2,488 shares; 2025Q2: 2,403 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 2,339 shares; 2026Q2: 2,328 shares 2,328 $554K 0.34% -11 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,998 shares; 2024Q4: 12,728 shares; 2025Q1: 12,468 shares; 2025Q2: 12,206 shares; 2025Q3: 11,841 shares; 2025Q4: 11,582 shares; 2026Q1: 11,400 shares; 2026Q2: 11,540 shares 11,540 $538K 0.33% +140 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,829 shares; 2025Q1: 1,809 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,641 shares; 2026Q1: 1,629 shares; 2026Q2: 1,624 shares 1,624 $517K 0.32% -5 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,585 shares; 2024Q4: 7,415 shares; 2025Q1: 6,405 shares; 2025Q2: 5,997 shares; 2025Q3: 5,797 shares; 2025Q4: 5,757 shares; 2026Q1: 5,757 shares; 2026Q2: 5,763 shares 5,763 $476K 0.29% +6 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,568 shares; 2024Q4: 13,507 shares; 2025Q1: 13,442 shares; 2025Q2: 13,012 shares; 2025Q3: 11,790 shares; 2025Q4: 11,307 shares; 2026Q1: 11,154 shares; 2026Q2: 11,215 shares 11,215 $475K 0.29% +61 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,058 shares; 2025Q2: 1,048 shares; 2025Q3: 1,023 shares; 2025Q4: 1,005 shares; 2026Q1: 988 shares; 2026Q2: 899 shares 899 $458K 0.28% -89 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,535 shares; 2025Q3: 1,525 shares; 2025Q4: 1,511 shares; 2026Q1: 1,403 shares; 2026Q2: 1,409 shares 1,409 $444K 0.27% +6 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,310 shares; 2024Q4: 4,068 shares; 2025Q1: 3,963 shares; 2025Q2: 3,815 shares; 2025Q3: 3,629 shares; 2025Q4: 3,471 shares; 2026Q1: 3,440 shares; 2026Q2: 3,376 shares 3,376 $427K 0.26% -64 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,964 shares; 2024Q4: 4,900 shares; 2025Q1: 4,855 shares; 2025Q2: 4,640 shares; 2025Q3: 4,545 shares; 2025Q4: 4,545 shares; 2026Q1: 4,515 shares; 2026Q2: 4,529 shares 4,529 $411K 0.25% +14 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 1,490 shares; 2025Q1: 1,315 shares; 2025Q2: 1,312 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $402K 0.25% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,620 shares; 2024Q4: 4,410 shares; 2025Q1: 4,532 shares; 2025Q2: 4,407 shares; 2025Q3: 4,337 shares; 2025Q4: 7,494 shares; 2026Q1: 7,494 shares; 2026Q2: 7,494 shares 7,494 $398K 0.24% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 348 shares 348 $394K 0.24% +3 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $386K 0.24% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,480 shares; 2025Q1: 2,440 shares; 2025Q2: 2,337 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares; 2026Q1: 2,224 shares; 2026Q2: 2,242 shares 2,242 $378K 0.23% +18 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 4,474 shares; 2025Q1: 4,474 shares; 2025Q2: 4,463 shares; 2025Q3: 4,314 shares; 2025Q4: 4,015 shares; 2026Q1: 3,903 shares; 2026Q2: 3,903 shares 3,903 $374K 0.23% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,280 shares 1,280 $360K 0.22% +12 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,510 shares; 2025Q1: 1,480 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,415 shares; 2026Q1: 1,280 shares; 2026Q2: 1,286 shares 1,286 $355K 0.22% +6 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: 1,993 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,818 shares; 2025Q4: 1,427 shares; 2026Q1: 1,419 shares; 2026Q2: 1,419 shares 1,419 $344K 0.21% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,441 shares; 2025Q1: 5,301 shares; 2025Q2: 5,101 shares; 2025Q3: 4,849 shares; 2025Q4: 4,849 shares; 2026Q1: 4,616 shares; 2026Q2: 4,851 shares 4,851 $331K 0.2% +235 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,212 shares 1,212 $330K 0.2% +12 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,645 shares; 2024Q4: 8,645 shares; 2025Q1: 8,546 shares; 2025Q2: 8,533 shares; 2025Q3: 8,324 shares; 2025Q4: 8,279 shares; 2026Q1: 8,368 shares; 2026Q2: 8,368 shares 8,368 $318K 0.19% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,695 shares; 2025Q4: 4,676 shares; 2026Q1: 4,523 shares; 2026Q2: 4,568 shares 4,568 $318K 0.19% +45 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 960 shares; 2025Q1: 935 shares; 2025Q2: 915 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 816 shares; 2026Q2: 816 shares 816 $316K 0.19% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $296K 0.18% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,062 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 994 shares; 2026Q2: 994 shares 994 $291K 0.18% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243 shares; 2024Q4: 1,793 shares; 2025Q1: 1,688 shares; 2025Q2: 1,638 shares; 2025Q3: 1,633 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,270 shares 1,270 $288K 0.18% -163 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 387 shares 387 $280K 0.17% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 5,510 shares; 2025Q1: 5,335 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares; 2026Q1: 4,776 shares; 2026Q2: 4,847 shares 4,847 $276K 0.17% +71 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,130 shares; 2024Q4: 8,890 shares; 2025Q1: 8,690 shares; 2025Q2: 8,167 shares; 2025Q3: 7,792 shares; 2025Q4: 7,559 shares; 2026Q1: 7,490 shares; 2026Q2: 7,453 shares 7,453 $271K 0.17% -37 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 5,253 shares; 2025Q1: 4,198 shares; 2025Q2: 4,198 shares; 2025Q3: 4,083 shares; 2025Q4: 3,863 shares; 2026Q1: 3,915 shares; 2026Q2: 4,233 shares 4,233 $262K 0.16% +318 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $251K 0.15% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,950 shares; 2025Q1: 1,943 shares; 2025Q2: 1,764 shares; 2025Q3: 1,726 shares; 2025Q4: 1,700 shares; 2026Q1: 1,686 shares; 2026Q2: 1,532 shares 1,532 $248K 0.15% -154 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,472 shares 1,472 $234K 0.14% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $229K 0.14% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 722 shares; 2025Q1: 702 shares; 2025Q2: 694 shares; 2025Q3: 587 shares; 2025Q4: 535 shares; 2026Q1: not reported; 2026Q2: 501 shares 501 $214K 0.13% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $211K 0.13% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $208K 0.13% new Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,542 shares; 2024Q4: 6,452 shares; 2025Q1: 6,335 shares; 2025Q2: not reported; 2025Q3: 5,561 shares; 2025Q4: not reported; 2026Q1: 5,495 shares; 2026Q2: 5,256 shares 5,256 $202K 0.12% -239 Timeline